Zoom administration: roles, users, settings locks, recordings and reports
For IT staff who administer a Zoom account in the web portal: owner, admin and member roles and custom roles, group admins, adding users, deactivating, unlinking and deleting users with data transfer, account, group and user settings and how locks work, meeting security defaults (waiting room, passcodes, authentication profiles and exceptions), cloud recording management settings and storage, and the Reports and Dashboard pages for audits and call quality.
- Level
- Intermediate
- Length
- About 50 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- Zoom
Skills you'll practise
- Choose between owner, admin, member, custom roles and group admins for a given administrative task
- Offboard a user by deactivating, unlinking or deleting them, transferring meetings and recordings first where needed
- Predict a user's effective setting from account, group and user levels, locks and primary groups
- Set and lock meeting security defaults: waiting room, passcodes and authentication profiles with exceptions
- Configure cloud recording management settings for sharing, deletion, trash recovery and storage use
- Use Reports (including admin activity logs) and the Dashboard's meeting quality data to answer questions and troubleshoot
Course outline
- 1.Zoom administrationVideo · 2 min
- 2.Roles, users and offboardingLesson · 17 min
- 3.Settings levels, locks and meeting securityLesson · 17 min
- 4.Recordings, reports and the DashboardLesson · 15 min
- 5.Zoom administration: roles, users, settings locks, recordings and reports: knowledge checkKnowledge check · 15 questions
- 6.Final exam10 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Zoom Support article KB0064983: Using role management
- Zoom Support article KB0061789: Managing users
- Zoom Support article KB0066997: Deactivating, unlinking, or deleting users from your account
- Zoom Support article KB0062584: Managing user groups and settings
- Zoom Support article KB0065579: Using tiered settings
- Zoom Support article KB0059359: Enabling and customizing the waiting room
- Zoom Support article KB0063160: Managing Zoom Meetings passcodes
- Zoom Support article KB0061263: Enabling and configuring authentication settings and profiles
- Zoom Support article KB0062627: Starting a cloud recording
- Zoom Support article KB0065362: Managing cloud recording settings
- Zoom Support article KB0060832: Managing cloud recording usage limits
- Zoom Support article KB0064971: Using the cloud recording report
- Zoom Support article KB0060623: Getting started with Zoom reporting
- Zoom Support article KB0061622: Getting started using the Zoom Dashboard
- Zoom Support article KB0063135: Dashboard for meetings and webinars
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.